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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,278 | $118,488+69.9% | $98,462+104.4% | $139,487+44.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 15.16% | 18.96%-3.8pp | 21.17%-6.0pp | 373.84%-358.7pp |
| Employer contribution / active EE | $3,241 | $3,611-10.2% | $3,049+6.3% | $4,755-31.8% |
| Participant deferral / active EE | $7,023 | $5,393+30.2% | $4,738+48.2% | $6,713+4.6% |
| Admin fee / account holder | $4,122 | $13,868-70.3% | $8,875-53.5% | $11,407-63.9% |